See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,903 | $98,727-28.2% | $113,168-37.3% | $85,563-17.1% |
| Participation rate | 33.7% | 80.8%-47.1pp | 76.6%-42.8pp | 66.0%-32.2pp |
| Annual return | 11.15% | 17.43%-6.3pp | 24.27%-13.1pp | 31.51%-20.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,266 | $5,424-76.7% | $5,107-75.2% | $4,375-71.1% |
| Admin fee / account holder | $10,424 | $357+2822.5% | $12,068-13.6% | $834+1149.6% |